Advisors and Property Groups

Powerful tools to help clients and members manage their financial goals whatever they may be.

Advisor Platform

With TaxTank, you’ll get instant access to your clients documents, incomes, property performance and tax position in real time from one user-friendly dashboard. 

Better still, you can monitor equity forecasts, loans and market values to ensure the right investments at the right time.

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Stand-Out Customer Service

Add value to your services with an intelligent system clients will love. TaxTank provides you with smart tax and property tools that let you provide up-to-date advice and superior service all year round.

You can use direct messaging to communicate with your clients in real time and easily share information for finance applications.

Everything You Need In One Place

Easily manage your client’s information in  one central hub. 

You’ll be able to quickly find historical data, look at their current tax and property portfolio position and provide up to date advice.

Up-To-Date Information

Make your services an ongoing source of valuable information, not a once-a-year event. You can monitor clients’ position throughout the year and easily step in when needed, helping them to plan and make better tax and property portfolio decisions for their financial future.

Plus, use the live chat function to provide a superior level of service all year round.

What Is A Tank?

There are three tanks that work like digital containers to hold your information

Work Tank

View your clients’ work income and expenses, updated via live bank feeds. Keep receipts safe by attaching them to transactions, maximising tax deductions and safeguarding against ATO audit issues.

Property Tank

Manage your clients’ property portfolios and use smart tax tools to ensure no opportunity is missed. Easily see each property’s debt, equity and cash position, and simply manage income from sites like Airbnb and Stayz.

Spare Tank

Store documents securely in one place, including employment contracts, insurance policies and receipts. You can rest easy knowing your clients’ information is safe and quickly access documents when you need them.

Streamline Your Business with Powerful Tax Tools

Centralised Data

Save time by having all your clients’ information organised in one place

Automatic Calculations

Simplify your job with automated property forecasts to help client’s make better portfolio decisions.

Smart System

Easily show clients their estimated financial position and provide advice throughout the year.

Secure Online Storage

Safely store invoices and receipts and remove the need to scan paper documents.

Streamlined Communication

Easily communicate with clients using direct messaging and a user-friendly dashboard.

Valuable Prompts

Let TaxTank generate relevant tax tips that save money for your clients.

Join Now For Free

TaxTank is free for advisors and property groups.  Join now to start delivering better customer service for your clients today.